Calton & Associates, Inc. Sells in Q3 2024

Calton & Associates, Inc.

  • $250 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-8.81K
- 74.13%
$136.27 - $1745.86 $1.2M - $15.4M
3.08K $530K
VGSH
Vanguard

ETFs
-25.8K
- 78.94%
$57.74 - $59.13 $1.49M - $1.52M
6.87K $405K
DUK
Duke Energy Corp

Utilities
-12.6K
- 84.0%
$99.35 - $117.71 $1.25M - $1.48M
2.4K $276K
CVX
Chevron Corp

Energy
-9.88K
- 42.5%
$137.88 - $161.97 $1.36M - $1.6M
13.4K $1.97M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-27.9K
- 61.95%
$45.82 - $48.72 $1.28M - $1.36M
17.1K $828K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-34.2K
- 78.99%
$33.74 - $37.96 $1.15M - $1.3M
9.1K $341K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-13.9K
- 84.92%
$91.42 - $91.82 $1.27M - $1.28M
2.48K $227K
VTV
Vanguard Value ETF

ETFs
-6.71K
- 65.47%
$159.75 - $174.57 $1.07M - $1.17M
3.54K $617K
VIS
Vanguard Industrial ETF

ETFs
-4.18K
- 53.13%
$232.12 - $260.07 $970K - $1.09M
3.69K $958K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-12.3K
- 81.71%
$78.37 - $86.15 $962K - $1.06M
2.75K $236K
TD
Toronto Dominion Bank

Financial Services
-15.8K
- 73.18%
$54.54 - $64.56 $860K - $1.02M
5.78K $365K
FPX
First Trust Us Equity Opportun

ETFs
-8.74K
- 52.9%
$92.33 - $110.55 $807K - $966K
7.78K $856K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-4.83K
- 59.4%
$178.41 - $210.18 $862K - $1.01M
3.3K $655K
MMM
3 M CO

Industrials
-6.98K
- 76.68%
$99.69 - $139.42 $695K - $972K
2.12K $289K
BAC
Bank Of America Corp

Financial Services
-22.5K
- 55.54%
$36.65 - $44.13 $823K - $991K
18K $713K
SQ
Block, Inc.

Technology
-12.2K
- 80.07%
$57.21 - $72.07 $698K - $879K
3.04K $203K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.64K
- 80.06%
$245.82 - $304.51 $649K - $805K
658 $200K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-7.2K
- 73.03%
$72.18 - $107.33 $520K - $773K
2.66K $282K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-14.8K
- 73.16%
$46.17 - $51.13 $684K - $757K
5.43K $277K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-3.5K
- 60.52%
$178.94 - $207.0 $626K - $724K
2.28K $458K
SHOP
Shopify Inc.

Technology
-8.73K
- 76.91%
$52.26 - $80.75 $456K - $705K
2.62K $210K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-10.4K
- 61.29%
$58.2 - $64.99 $604K - $675K
6.56K $426K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.29K
- 50.16%
$113.41 - $125.62 $600K - $665K
5.26K $660K
PLTR
Palantir Technologies Inc.

Technology
-17K
- 59.97%
$24.09 - $37.95 $410K - $646K
11.4K $422K
CMI
Cummins Inc

Industrials
-1.9K
- 56.48%
$266.63 - $326.4 $506K - $619K
1.46K $472K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-6.05K
- 72.72%
$100.3 - $100.74 $607K - $610K
2.27K $228K
MSTR
Microstrategy Inc

Technology
-3.6K
- 68.44%
$114.3 - $1800.09 $411K - $6.48M
1.66K $279K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-4.94K
- 63.49%
$110.22 - $120.89 $544K - $597K
2.84K $341K
ITA
Ishares Tr

ETFs
-3.89K
- 39.75%
$131.58 - $149.64 $512K - $583K
5.9K $882K
VB
Vanguard Small Cap ETF

ETFs
-2.14K
- 69.88%
$214.77 - $237.72 $459K - $508K
921 $218K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-6.62K
- 22.9%
$63.5 - $69.79 $420K - $462K
22.3K $1.55M
ETN
Eaton Corp PLC

Industrials
-1.36K
- 51.81%
$272.52 - $333.02 $370K - $453K
1.26K $418K
GIS
General Mills Inc

Consumer Defensive
-5.68K
- 63.65%
$62.5 - $75.15 $355K - $427K
3.25K $239K
VNLA
Janus Henderson Short Duration

ETFs
-8.42K
- 46.24%
$48.34 - $49.08 $407K - $413K
9.79K $480K
OEF
Ishares S&P 100 ETF

ETFs
-1.54K
- 47.49%
$266.03 - $266.03 $410K - $410K
1.7K $453K
BA
Boeing CO

Industrials
-2.64K
- 59.76%
$152.04 - $190.6 $401K - $502K
1.77K $269K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-6.75K
- 45.03%
$50.63 - $51.11 $342K - $345K
8.25K $420K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-5.3K
- 46.1%
$54.2 - $65.22 $287K - $345K
6.19K $394K
HYG
Ishares Tr

ETFs
-4.13K
- 54.79%
$76.72 - $80.36 $317K - $332K
3.4K $273K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-13.1K
- 59.42%
$24.78 - $25.11 $324K - $328K
8.93K $224K
IYK
Ishares U.S. Consumer Staples

ETFs
-4.35K
- 34.55%
$65.27 - $72.12 $284K - $314K
8.25K $581K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-16.1K
- 58.71%
$15.71 - $17.51 $253K - $283K
11.3K $196K
ALL
Allstate Corp

Financial Services
-1.45K
- 51.22%
$158.43 - $192.86 $230K - $280K
1.39K $262K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.51K
- 42.56%
$57.22 - $80.08 $201K - $281K
4.74K $369K
KO
Coca Cola CO

Consumer Defensive
-3.04K
- 34.97%
$62.69 - $73.01 $191K - $222K
5.66K $406K
FDL
First Tr Morningstar Dividend

ETFs
-5.17K
- 48.14%
$37.66 - $42.06 $195K - $217K
5.57K $233K
HON
Honeywell International Inc

Industrials
-909
- 33.08%
$196.73 - $220.21 $179K - $200K
1.84K $380K
NEE
Nextera Energy Inc

Utilities
-1.84K
- 28.1%
$69.9 - $84.97 $129K - $157K
4.71K $398K
MDXG
Mimedx Group, Inc.

Healthcare
-20.8K
- 47.2%
$5.65 - $7.76 $117K - $161K
23.2K $137K
Activity Summary
Buys All Purchases 119 New Holdings 0 Increased Positions 119 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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